We want to make accounts as easy as possible for our users, and that's why getting that important PO off to one of your customers or suppliers just got even easier and more convenient, with the option of emailing any invoice in CarVue...
You can email the purcharse order at two stages:
The email option will appear when you convert your draft purchase to a purchase order. For more on this, see Converting a draft to a purchase order.
Once your order is placed, navigate to the order from the Purchases Dashboard. Click on the Orders Placed tab to filter your results. They are ordered by most recently added first, and you can use the supersearch to quickly locate your order by searching for supplier name, purchaser name or purchase number. Click the Purchase number to load the record.
The Email section will expand. The Email address with be auto-populated from the Supplier record. You can change the email address here, add yourself or someone else in BCC, edit the Subject and enter a Body for the email.
Click Submit to email the purchase order.
It really is as easy as that, your contact will pick up the purchase order as an attachment to the email you just sent from CarVue.